Paycom Software Inc
F:0PY
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Paycom Software Inc
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Paycom Software Inc
Paycom Software sells cloud-based payroll and human resources software to businesses. Its system helps companies pay employees, track time and attendance, manage benefits, handle hiring and onboarding, and keep employee records in one place. The main customers are employers that want to run HR and payroll work through a single software system instead of using many separate tools. Paycom makes money mainly by charging customers subscription fees for access to its software and related services. It also earns revenue from setup, support, and other service work tied to getting the system running and keeping it operating for customers. Because payroll and HR are recurring needs, many customers use the platform every pay cycle and for day-to-day workforce administration. What makes Paycom different is its focus on a single-database model and employee self-service. The company tries to reduce manual work by letting employees and managers enter and update their own information, which helps cut errors and back-and-forth between departments. In the software industry, Paycom acts as a specialized back-office provider that sits at the center of how a business pays people and manages employee data.
Paycom Software sells cloud-based payroll and human resources software to businesses. Its system helps companies pay employees, track time and attendance, manage benefits, handle hiring and onboarding, and keep employee records in one place. The main customers are employers that want to run HR and payroll work through a single software system instead of using many separate tools.
Paycom makes money mainly by charging customers subscription fees for access to its software and related services. It also earns revenue from setup, support, and other service work tied to getting the system running and keeping it operating for customers. Because payroll and HR are recurring needs, many customers use the platform every pay cycle and for day-to-day workforce administration.
What makes Paycom different is its focus on a single-database model and employee self-service. The company tries to reduce manual work by letting employees and managers enter and update their own information, which helps cut errors and back-and-forth between departments. In the software industry, Paycom acts as a specialized back-office provider that sits at the center of how a business pays people and manages employee data.
Top line: Paycom said second-quarter results came in ahead of expectations, with revenue of $531 million, up 10% year over year, and recurring and other revenue of $505 million, up 11%.
Margin lift: Adjusted EBITDA reached $235 million, with margin expanding 320 basis points to 44.2%, and management said the business is on track for record EBITDA margins and stronger free cash flow in 2026.
Guidance raise: The company raised full-year 2026 revenue and adjusted EBITDA guidance, now expecting revenue of $2.197 billion to $2.212 billion and adjusted EBITDA of $1.007 billion to $1.022 billion.
Automation push: Management highlighted new products including Career and Succession Planning, Asset Management, and the large Project Arc release, saying automation and AI are driving client interest and long-term value.
Capital return: Paycom bought back about 2.6 million shares in the quarter and nearly 11 million in the first half, while also maintaining the dividend and saying free cash flow should exceed $650 million in 2026.
